Aligning Money with Mission, Values and Returns

Your endowment and your mission shouldn't live in separate silos.

Too many nonprofits still treat grant-making and endowment management as two disconnected functions — one guided by values, the other by a generic benchmark. That gap isn't just a philosophical inconsistency. Under evolving UPMIFA and DOL guidance, it's an unhedged financial and fiduciary risk.

It's time for a new model: one where your full balance sheet — endowment, operating cash, and everything in between — is activated in service of your mission, without giving up an inch on performance.

Join Farther Institutional and Reflection Asset Management for a live session on:

• Why the old "impact vs. returns" tradeoff is a myth, and how modern fiduciaries are moving past check-the-box ESG scores
• The SEE Framework — a rigorous, three-pillar approach to measuring what generic ratings miss (stakeholders, environmental impact, and ethos)
• How to architect your total balance sheet, from long-term endowment core to short-term liquidity and overnight sweeps, so every dollar is working toward your mission
• A practical roadmap for bringing your investment committee along, without triggering legacy objections

Whether you're on an investment committee, lead finance for a mission-driven organization, or advise nonprofits on stewardship, this session will give you a concrete framework to bring back to your board.